West Point Technologies switched e-signature providers for better API control, pricing, and support

The problem: A proprietary solution in need of a dependable partner

Based in Pinellas Park, FL, West Point Technologies offers an end-to-end P&C insurance platform, providing insurance software for quoting, binding, endorsements, and claims to insurance carriers and agents. 

The company needed an e-signature solution that would seamlessly integrate with their software via API to allow their customers to easily manage their documents in-platform, but their existing e-signature vendor was a barrier to progress. While the use case was simple, their experience was frustrating: 

• Pricing was too high for their needs.

• Document tracking was essentially useless.

• Customizing basic branding, like adding a logo, was restrictive.

For a company that prides itself on providing a seamless experience for insurance providers, their lack of control over the document experience just didn’t cut it. They needed an e-signature solution that could handle a 99.9% API integration use case while treating them like a valued partner.

The solution: Taking back control with PandaDoc API and Forms

Switching to PandaDoc was the clear choice for West Point. Their development team quickly confirmed that PandaDoc was straightforward to integrate and immediately embedded intuitive document features into their system via PandaDoc API. 

For simple, one-off agreements, they leverage PandaDoc Forms. Their clients can click and sign quickly in the platform, with the completed document automatically forwarded into their proprietary workflow system. 

The results: Eliminating manual steps and finding a true partner

Gaining full control over tracking and branding was the immediate win, but the biggest result was finding a true software partner, a team that backs their business continuity every day. With PandaDoc in their corner, West Point…

• Immediately stopped manual admin work for their customers: no more printing, scanning, or emailing signed forms.

• Made a smooth transition and received the hands-on attention they needed.

• Feels genuinely supported and valued, allowing them to focus entirely on building their core proprietary product.

West Point now relies on PandaDoc to help build document processes that, in turn, bolster West Point’s customer experience. The new experience with PandaDoc as their software partner has allowed them to focus on what they do best: building the future of insurance software.

“The support we got from PandaDoc made all the difference when it came to integrating into our proprietary system via API. We feel supported and truly appreciated — PandaDoc actually listens to us and understands the needs of a growing business.” - Bobby Norvell, VP of Business Development at West Point Technologies.